Salesforce Reports & Dashboards – Beginner Crash Course

سرفصل های دوره

Quickly get up to speed on how to build reports & dashboards on the Salesforce platform

1 - Welcome Preparing Your Salesforce Environment

1 - Quick Course Overview

2 - Troubleshooting Verification for Microsoft Emails

2 - salesforce help verification link troubleshooting.zip

3 - Sign Up for A Developer Org Optional

3 - developer edition signup url.zip

4 - Import Account Records Optional

4 - SF-Accounts-For-Import.csv

5 - Instructions Downloads Links.html

5 - Instructions-Prep-Your-Salesforce-Environment.pdf

5 - SF-Accounts-For-Import.csv

5 - salesforce help verification troubleshooting for microsoft emails.zip

2 - Getting Started With Reports

1 - Test Your Understanding.html

6 - What Is a Salesforce Report

7 - The Difference Between Reports Listviews Dashboards

8 - Finding the Reports Tab

3 - Tour the Lightning Report Builder

2 - Test Your Knowledge on the Lightning Report Builder.html

9 - Choose a Report Type

10 - Report Builder Filter Pane

11 - Report Builder Outline Pane

12 - Report Builder Preview Pane

13 - Save Run the Report

14 - Recap

4 - Practice with Tabular Summary Reports

15 - The 4 Different Kinds of Reports

16 - Build a Tabular Report with row limit

17 - Build a Summary Report

18 - Add a Report Chart

19 - Assignment 1 Tabular Summary Report Practice.html

19 - Assignment-1-Tabular-Summary-Reports.pdf

5 - More Practice with Summary Reports

20 - Build a Summary Report with bucket

21 - Assignment 2 More Summary Report Practice.html

21 - Assignment-2-More-Summary-Reports.pdf

6 - Practice with Matrix Joined Reports

22 - Recap from Assignment 2

23 - Build a Matrix Report

24 - Build a Matrix Report with bucket

25 - Build a Joined Report

26 - Quick Considerations for Joined Reports

27 - Assignment 3 Matrix Joined Reports Practice.html

27 - Assignment-3-Matrix-Joined-Reports.pdf

7 - Helpful Report Features

28 - Recap from Assignment 3

29 - Bucket Columns

29 - salesforce help site bucket columns.zip

30 - Unique Count

30 - salesforce help count unique values in report results.zip

31 - Conditional Formatting

31 - salesforce help conditional formatting.zip

32 - Grouping Dates

32 - salesforce help relative date filter options.zip

32 - salesforce video how to group a report by dates.zip

33 - The Report Run Page

33 - salesforce help customize report views on the run page.zip

33 - salesforce help schedule subscribe to reports.zip

8 - Advanced Report Features

34 - Filter Logic

34 - salesforce help add filter logic.zip

35 - Cross Filters

35 - salesforce help cross filters.zip

36 - Summary RowLevel Formulas

36 - salesforce help case function.zip

36 - salesforce help report formulas.zip

9 - Get Started with Dashboards

37 - What is a Salesforce Dashboard

38 - Building a Dashboard

38 - salesforce help build a lightning dashboard.zip

39 - Building continuedline charts

40 - Dashboard Component Setup

40 - salesforce help dashboard components.zip

41 - Dashboard Properties

41 - salesforce help choose who people view a dashboard as iin lightning.zip

42 - Dashboard Filters

42 - salesforce help dashboard filter examples.zip

42 - salesforce help filter a dashboard.zip

43 - Interacting with Dashboards

43 - salesforce help work with dashboards.zip

10 - Course WrapUp

44 - Folder Sharing

44 - salesforce help share a report or dashboard folder.zip

45 - Practice with Trailhead

45 - trailhead filter report data project.zip

45 - trailhead home.zip

45 - trailhead joined reports quick look.zip

45 - trailhead quick start reports dashboards project.zip

45 - trailhead reports dashboards for lightning module.zip

46 - Stay UptoDate with the Quarterly Release

46 - example salesforce winter 23 quarterly release notes reports.zip

46 - trailhead about the quarterly release.zip

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تولید کننده: Udemy-Training